Intel throws down the gauntlet. Intel has put up a comparison of its latest chip against the M1 that it says tells a very different story but the tests are...
This acquisition is becoming increasingly problematic. NVIDIA’s acquisition of Arm is becoming increasingly problematic with in-depth investigations being launched by both the UK and the EU competition authorities and the...
Amazon Game Studios is suffering from a culture clash. Amazon is having a torrid time trying to make a name in the video game market highlighting how Amazon’s corporate culture...
Good results from the pandemic drive a pull forward of digitisation. Google Q4 2020 – The big pull forward Google’s advertising machine roared back to life in Q4 2020 with...
More about infrastructure than digital vehicle services. Ford has struck a far-reaching deal with Google that encompasses far more than just the software and services in the vehicle cockpit which...
For once not too much is being demanded. Kuaishou is no ByteDance but this has forced it to pivot into other areas where there is little competition and where the...
The pilgrims are still far away from the holy land. Much is being made for the potential for the Galaxy Watch 4 and the Apple Watch 7 to measure blood...
The pandemic is in the driving seat. The pandemic trade is back with homeworking and homeschooling driving the results of both Microsoft and AMD, but this may grind to a...
This is Intel’s make or break moment. Intel’s determination to return to manufacturing supremacy is existential because if Geisinger fails, the vultures will break-up the company and sell off the...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Huawei & Twitter – Results and politics.
Twitter Q4 2020 – User issues. Twitter reported good Q4 2020 results, but it has run out of road when it comes to user metrics. Q4 2020 revenues / EPS...